Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
Integrations for ProfitWellIt's easy to connect Microsoft Dynamics CRM + ProfitWell without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Add a new customer on your profitwell account.
Churn Subscription.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)